A detailed history of Beverly Hills Private Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 2,440 shares of CAT stock, worth $969,875. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,440
Previous 2,264 7.77%
Holding current value
$969,875
Previous $754 Million 26.54%
% of portfolio
0.19%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$316.8 - $391.12 $55,756 - $68,837
176 Added 7.77%
2,440 $954 Million
Q1 2024

May 08, 2024

BUY
$278.63 - $366.43 $1,950 - $2,565
7 Added 0.31%
2,264 $830 Million
Q4 2023

Jan 29, 2024

SELL
$226.05 - $298.12 $10,850 - $14,309
-48 Reduced 2.08%
2,257 $667 Million
Q3 2023

Nov 08, 2023

SELL
$240.58 - $288.65 $14,915 - $17,896
-62 Reduced 2.62%
2,305 $629 Million
Q2 2023

Aug 09, 2023

BUY
$205.75 - $247.67 $41,973 - $50,524
204 Added 9.43%
2,367 $654 Million
Q1 2023

May 03, 2023

BUY
$215.01 - $264.54 $465,066 - $572,200
2,163 New
2,163 $495 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $210B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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